SWM
Stockman Wealth Management’s First Interstate BancSystem FIBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Buy |
97,395
+4,209
| +5% | +$121K | 0.38% | 53 |
|
|
2025
Q1 | $2.67M | Sell |
93,186
-186
| -0.2% | -$5.33K | 0.4% | 53 |
|
|
2024
Q4 | $3.03M | Sell |
93,372
-2,146
| -2% | -$69.7K | 0.47% | 49 |
|
|
2024
Q3 | $2.93M | Buy |
95,518
+5
| +0% | +$153 | 0.46% | 47 |
|
|
2024
Q2 | $2.65M | Sell |
95,513
-201
| -0.2% | -$5.58K | 0.46% | 47 |
|
|
2024
Q1 | $2.6M | Sell |
95,714
-469
| -0.5% | -$12.8K | 0.46% | 48 |
|
|
2023
Q4 | $2.96M | Sell |
96,183
-879
| -0.9% | -$27K | 0.59% | 42 |
|
|
2023
Q3 | $2.42M | Sell |
97,062
-1,495
| -2% | -$37.3K | 0.53% | 44 |
|
|
2023
Q2 | $2.35M | Buy |
98,557
+11,960
| +14% | +$285K | 0.5% | 47 |
|
|
2023
Q1 | $2.59M | Buy |
86,597
+26,640
| +44% | +$795K | 0.58% | 44 |
|
|
2022
Q4 | $2.32M | Sell |
59,957
-875
| -1% | -$33.8K | 0.53% | 46 |
|
|
2022
Q3 | $2.46M | Sell |
60,832
-983
| -2% | -$39.7K | 0.66% | 45 |
|
|
2022
Q2 | $2.36M | Buy |
61,815
+12,320
| +25% | +$470K | 0.6% | 45 |
|
|
2022
Q1 | $1.82M | Buy |
49,495
+15,754
| +47% | +$579K | 0.38% | 51 |
|
|
2021
Q4 | $1.37M | Buy |
33,741
+866
| +3% | +$35.2K | 0.28% | 62 |
|
|
2021
Q3 | $1.32M | Buy |
32,875
+8,032
| +32% | +$323K | 0.29% | 63 |
|
|
2021
Q2 | $1.04M | Sell |
24,843
-1,205
| -5% | -$50.4K | 0.25% | 71 |
|
|
2021
Q1 | $1.2M | Buy |
26,048
+2,740
| +12% | +$126K | 0.33% | 58 |
|
|
2020
Q4 | $950K | Sell |
23,308
-9,030
| -28% | -$368K | 0.29% | 65 |
|
|
2020
Q3 | $1.03M | Sell |
32,338
-1,036
| -3% | -$33K | 0.38% | 62 |
|
|
2020
Q2 | $1.03M | Sell |
33,374
-9,807
| -23% | -$304K | 0.39% | 60 |
|
|
2020
Q1 | $1.25M | Buy |
43,181
+2,413
| +6% | +$69.6K | 0.55% | 53 |
|
|
2019
Q4 | $1.71M | Buy |
40,768
+28,111
| +222% | +$1.18M | 0.61% | 49 |
|
|
2019
Q3 | $509K | Sell |
12,657
-97
| -0.8% | -$3.9K | 0.2% | 89 |
|
|
2019
Q2 | $505K | Sell |
12,754
-122
| -0.9% | -$4.83K | 0.21% | 88 |
|
|
2019
Q1 | $513K | Sell |
12,876
-1,586
| -11% | -$63.2K | 0.22% | 83 |
|
|
2018
Q4 | $529K | Sell |
14,462
-2,541
| -15% | -$92.9K | 0.25% | 75 |
|
|
2018
Q3 | $762K | Sell |
17,003
-582
| -3% | -$26.1K | 0.33% | 66 |
|
|
2018
Q2 | $742K | Sell |
17,585
-898
| -5% | -$37.9K | 0.34% | 67 |
|
|
2018
Q1 | $731K | Sell |
18,483
-5,598
| -23% | -$221K | 0.33% | 68 |
|
|
2017
Q4 | $964K | Sell |
24,081
-1,998
| -8% | -$80K | 0.43% | 59 |
|
|
2017
Q3 | $998K | Sell |
26,079
-4,758
| -15% | -$182K | 0.48% | 59 |
|
|
2017
Q2 | $1.15M | Sell |
30,837
-8
| -0% | -$298 | 1.14% | 31 |
|
|
2017
Q1 | $1.22M | Sell |
30,845
-7,999
| -21% | -$317K | 0.7% | 44 |
|
|
2016
Q4 | $1.65M | Sell |
38,844
-20,068
| -34% | -$854K | 1.01% | 43 |
|
|
2016
Q3 | $1.86M | Buy |
58,912
+4,547
| +8% | +$143K | 1.15% | 36 |
|
|
2016
Q2 | $1.53M | Sell |
54,365
-98
| -0.2% | -$2.75K | 1.2% | 39 |
|
|
2016
Q1 | $1.53M | Buy |
54,463
+39,310
| +259% | +$1.11M | 1.22% | 41 |
|
|
2015
Q4 | $440K | Sell |
15,153
-30,259
| -67% | -$879K | 0.36% | 57 |
|
|
2015
Q3 | $1.26M | Sell |
45,412
-50,817
| -53% | -$1.41M | 1.09% | 44 |
|
|
2015
Q2 | $2.67M | Sell |
96,229
-2,933
| -3% | -$81.3K | 2.27% | 13 |
|
|
2015
Q1 | $2.76M | Sell |
99,162
-10,304
| -9% | -$287K | 2.36% | 13 |
|
|
2014
Q4 | $3.05M | Buy |
+109,466
| New | +$3.05M | 2.6% | 10 |
|